Financial Enhancement Group’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-768
| Closed | -$206K | – | 131 |
|
|
2024
Q2 | $206K | Buy |
+768
| New | +$206K | 0.03% | 113 |
|
|
2022
Q4 | – | Sell |
-496
| Closed | -$114K | – | 238 |
|
|
2022
Q3 | $114K | Hold |
496
| – | – | 0.03% | 112 |
|
|
2022
Q2 | $122K | Hold |
496
| – | – | 0.03% | 113 |
|
|
2022
Q1 | $123K | Hold |
496
| – | – | 0.02% | 115 |
|
|
2021
Q4 | $133K | Hold |
496
| – | – | 0.02% | 116 |
|
|
2021
Q3 | $120K | Sell |
496
-30
| -6% | -$7.26K | 0.02% | 115 |
|
|
2021
Q2 | $122K | Hold |
526
| – | – | 0.03% | 102 |
|
|
2021
Q1 | $118K | Hold |
526
| – | – | 0.02% | 105 |
|
|
2020
Q4 | $113K | Hold |
526
| – | – | 0.02% | 110 |
|
|
2020
Q3 | $115K | Hold |
526
| – | – | 0.03% | 102 |
|
|
2020
Q2 | $97K | Sell |
526
-100
| -16% | -$18.4K | 0.02% | 111 |
|
|
2020
Q1 | $104K | Hold |
626
| – | – | 0.03% | 108 |
|
|
2019
Q4 | $124K | Hold |
626
| – | – | 0.03% | 94 |
|
|
2019
Q3 | $134K | Sell |
626
-35
| -5% | -$7.49K | 0.04% | 88 |
|
|
2019
Q2 | $137K | Sell |
661
-200
| -23% | -$41.5K | 0.04% | 96 |
|
|
2019
Q1 | $164K | Buy |
861
+200
| +30% | +$38.1K | 0.05% | 93 |
|
|
2018
Q4 | $111K | Hold |
661
| – | – | 0.03% | 101 |
|
|
2018
Q3 | $111K | Sell |
661
-150
| -18% | -$25.2K | 0.03% | 101 |
|
|
2018
Q2 | $127K | Hold |
811
| – | – | 0.04% | 93 |
|
|
2018
Q1 | $127K | Buy |
+811
| New | +$127K | 0.04% | 96 |
|